Legaci Financial Solutions Inc.

Financial Roadmaps Built for Real Life

Strenght In Every Step

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Legaci Financial Solutions Inc.

Our "Why"

When financial guidance reflects real life, people can feel more

confident in their decisions and the future they are working

toward. That confidence creates opportunities, strengthens

families and helps build legacies that extend beyond finances.

That is the impact we are committed to.

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Let's work together

As a team, we have the knowledge and experience to help you reach your goals. We strive to provide trusted and sound advice to Clients.

We work with individuals and families who are interested in insurance protection and wealth accumulation and decumulation. We also help business owners who are starting a business or those looking for an exit strategy plan.

Whether you’re looking for financial guidance, estate planning or business planning, our team can help you.

At Legaci Financial Solutions Inc., holistic financial guidance drives the conversation. Our advisors specialize in retirement planning and estate planning for families and small business owners. Please contact our office if you would like to schedule an appointment.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

#SunLifeOnePlan #FinancialSecurity

MYTH: Life insurance is only about leaving money behind.

REALITY: Permanent life insurance can protect you for life and help you build savings over time.

Could it work for you? Let's connect. https://advisor.sunlife.ca/legaci.financial/

Resist reacting to oil price jitters

Need content to better understand the financial landscape? I have valuable resources for you.
https://www.franklintempleton.ca/en-ca/articles/2026/institute/resist-reacting-to-oil-price-jitters
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation

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Office information

Belmont Village

Phone:

(519) 741-5585

Email:

natalie.sachs@sunlife.com

Address:

608 Belmont Avenue West,, Kitchener, ON, N2M 1N5 Canada

Office hours:

Monday - Friday 9:00 AM - 4:00 PM

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